Análisis Argos
LAMR
LAMRCara1 señal de riesgo
Lamar Advertising Company · Real Estate
US$ 157.56
precio al 2026-07-04
Valor justo Argos*
US$ 89–98
vs. su valor justo
61% por encima
Score Argos
38/100
LA RESPUESTA
El mercado le pide crezca 20.6% al año — más de lo que ha demostrado (2.4%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
✓Las ganancias crecieron 62% el último año.
✓Reparte dividendo sostenible (4.16%).
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Venta significativa de insiders en el último trimestre.
!Balance frágil: la deuda pesa sobre el negocio.
!Crecimiento estancado o en baja.
VALOR1/6FUTURO2/6PASADO3/6SALUD1/6DIVIDENDO4/6
El Iris de calidad
VALOR1/6FUTURO2/6PASADO3/6SALUD1/6DIVIDENDO4/6
ValorCotiza por encima de su valor justo
FuturoCrecimiento moderado
PasadoHistorial aceptable
SaludBalance frágil
DividendoDevuelve capital al accionista
Score Argos38de 100Cara
Ingresos▲3%
US$ 2.3 B
Margen operativo▲28%
30.8%
Flujo de caja libre▼1%
US$ 0.7 B
Deuda neta
US$ 6.1 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 16.0B
P/E27.2x
EV/EBITDA21.6x
FCF yield4.6%
ROIC9.4%
Margen operativo30.8%
Crecim. ingresos+2.7%/año
Piotroski F6/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

zacks.com · 3 jul
Lamar (LAMR) Upgraded to Buy: Here's What You Should Know
Lamar (LAMR) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
zacks.com · 30 jun
Here's Why Lamar Advertising (LAMR) is a Great Momentum Stock to Buy
Does Lamar Advertising (LAMR) have what it takes to be a top stock pick for momentum investors? Let's find out.
zacks.com · 11 jun
Lamar vs. OUTFRONT: Which OOH Advertising REIT Is the Better Buy Now?
Lamar's steady Q1 growth, 42.9% EBITDA margin and low leverage justify why this OOH REIT looks like the cleaner buy now compared to OUT.
zacks.com · 5 jun
LAMR Stock Rallies 19.2% YTD: Can the Momentum Keep Going?
LAMR rises 19.2% YTD as Q1 results beat, bookings hit best since COVID, margins expand and a 2026 dividend of at least $6.40 looms.
zacks.com · 3 jun
Five Reasons Lamar Advertising Stock Looks Worth Buying Now
LAMR shows outdoor ads' strength, improving bookings, national recovery, digital expansion and a dividend poised for another raise in 2026.
247wallst.com · 1 jun
“Demand for Data Center Power Continues to Outpace Expectations” — Josh Brown's Case for Heavy Assets Over AI Hype
Josh Brown, CEO of Ritholtz Wealth Management and a fixture on CNBC's Halftime Report, has built a new ETF around a simple idea: own the businesses that artificial intelligence cannot replace.
seekingalpha.com · 31 may
Anti-AI Investing: The HALO Moat
I focus on HALO investing: Heavy Assets, Low Obsolescence - owning irreplaceable physical assets with durable moats against technological disruption. Top recommendations include American Tower, Brookfield Infrastructure, Prologis, Rexford Industrial, Lineage, Americold, VICI Properties, and Lamar Advertising. AMT, COLD, and VICI currently offer attractive entry points based on discounted multiples, robust dividend yields, and resilient, monopoly-like asset bases.
seekingalpha.com · 18 may
Lamar Advertising Company (LAMR) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
Lamar Advertising Company (LAMR) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.